Betterment LLC’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23M | Buy |
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2025
Q1 | $3.65M | Buy |
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|
2024
Q4 | $3.15M | Buy |
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2024
Q3 | $3.02M | Buy |
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|
2024
Q2 | $2.66M | Buy |
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|
2024
Q1 | $2.34M | Buy |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $702K | Buy |
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|
2023
Q2 | $382K | Sell |
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|
2023
Q1 | $784K | Buy |
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|
2022
Q4 | $773K | Sell |
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|
2022
Q3 | $830K | Hold |
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|
2022
Q2 | $830K | Sell |
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|
2022
Q1 | $942K | Buy |
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|
2021
Q4 | $880K | Sell |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.73M | Buy |
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